Convert your SoFi statement to Excel
Drop the PDF from your SoFi online banking and download a verified spreadsheet. Free account, first statement on us, nothing stored.
How SoFi statements are handled
SoFi combines checking and savings into one statement; both ledgers are captured.
Like every conversion on StatementSheet, the result is checked line by line: the running balance is recomputed across all transactions, and any row that does not reconcile is flagged in the preview and highlighted in your Excel download. You get Date, Description, Amount and Balance columns that import directly into QuickBooks, Xero or Google Sheets.
Getting the PDF from SoFi
Log in to your SoFi online banking or mobile app, open Statements or Documents, and download the statement for the period you need as PDF. Then drop the file above. You can select several months at once and they will be merged into a single chronological spreadsheet.